Semis self-sufficiency: Chinese AI chips 41% share, record sales SMIC/Huawei/Nexchip/Innolight/CXMT/Alibaba/TianShu ZhiXin/Cambricon advances amid lags, subsidies, US MATCH Act DUV bans/export curbs, Taiwan poaching, ASML crossfire

Q1 2026 record sales: SMIC $9.3B +16%; CXMT $8B +130% HK IPO; Cambricon first 2B profit; AI GPUs 1.65M/41%; MATCH Act bans DUV/etching/service to SMIC/Huawei/CXMT/YMTC/Hua Hong (ASML -4%, 29% 2025 China rev/20% '26 sales risk, bipartisan escalation); Beijing supply chain rules mandate data/audits; Taiwan reports China talent/tech targeting; Zhongji Innolight/Eoptolink shine.